Improvement includes
• The analyses performed are focusing on the residential area R-LD.
• 2013-2019 time plots for householder numbers and percentages by housing cost/housing burden groups for owners and renters are presented.
• The threshold of burden percentage over 30% is assumed to be severe in this assignment.
• The total number and percentages of burdened households with severe housing burden, total housing burden, and total housing excess are calculated for owners and renters, respectively, in the period of 2013-2019.
• Mapping of Assessed Value, Net Value, Total Charge, Taxes for “Owner-occupied” R-LD zone in EPA, 2019 is included.
• Mapping of Assessed Value, Net Value, Total Charge, Taxes for “Renter-occupied” R-LD zone in EPA, 2019 is included.
Among all EPA owners in 2019, most householders have housing costs $75,000 or more. Within this group, over 1/2 householders have burden percentage < 20%. About 1/5 have burden percentage 20~29%. But, roughly 1/4 have burden percentage over 30%, which is considered to be severe here. For the other groups with housing costs less than $75,000, at least half of them consider their housing burden being severe.
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For the household group of housing cost < $20,000, over 80% have severe housing burden. For the owners with housing costs between $20,000 and $75,000, over 1/2 of them have severe housing burden. For the owners with housing costs $75,000 or over, about 1/4 severe housing burden.
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For owners, the percentages of severe housing burden vary with the levels of housing costs. The group with housing cost < $20,000 has the highest percentage of severe housing burden, followed by the group with with housing costs between $50,000 and $75,000.
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Among all EPA renters in 2019, most householders have housing costs $75,000 or more. Within this group, about 40% householders have burden percentage < 20%. About 40% have burden percentage between 20~29%. But, there are roughly 10% have burden percentage over 30%. For the groups with housing costs less than $75,000 or more, about half of them consider their housing burden being severe.
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For owners with housing burden 20~29%, the numbers of householders are in a decreasing trend in the periods of 2013~2019. The numbers of owners with housing burden <20% are increasing with years. The numbers of owners with severe housing burden only slightly decrease with year. More importantly, the numbers of owners with severe housing burden are generally more than the other groups with housing burden <20% and 20~29%.
For renters with housing burden <20% and 20~29%, the trend of renter numbers are increasing. The numbers of renters with severe housing burden are decreasing, but remain in the highest level among all groups.
The percentages of owners with housing burden <20% are increasing with years. The owner percentages with housing burden 20~29% and over 30% are decreasing with years. However, the owner percentages with severe housing burden is still around 40% in 2019.
For renters with housing burden <20% and 20~29%, the trend of renter percentages are increasing. The percentages of renters with severe housing burden are decreasing from over 70% in 2013 to slightly below 60% in 2019.
It seems that for higher housing costs, the numbers of owner-occupied households tend to be more. Especially, the number of owners with housing costs $75,000 or over stay in almost the highest level among all groups. The number of owners with housing costs <$75,000 tend to remain in lower level as compared to the renters.
The numbers of renter-occupied households in most categories of housing costs are generally more than the owner-occupied groups. The number of renter householders with housing costs $75,000 or more are lower in 2013, but rapidly rise and reach to almost the same level as owners.
As to householder percentages, it seems that there is generally a mild decreasing trend for most groups of housing cost categories. For higher housing costs, the percentages of owner-occupied households also tend to be higher. For owners with housing costs $75,000 or over, the householder percentages remain in the highest level, which is only slightly less than 60%.
For Renters with housing costs $75,000 or more, the householder percentage starts with a lower value roughly 20% in 2013, but rises to about 40% in 2019. For the other Renter groups with housing costs <$75,000, the householder percentages remain about 20%.
The total number and percentages of burdened households with severe housing burden, total housing burden, and excess are calculated for owners and renters, respectively, as follows.
The burdened percentages for owners are between 40.8% (2016) ~ 47.8% (2014). While for the renters, the burdened percentages go between 72.1% (2013) ~ 54.9% (2018).
## # A tibble: 14 x 7
## # Groups: Year [7]
## Year Tenure Burdened Householders Total_Burden Excess Burdened_perc
## <chr> <chr> <dbl> <dbl> <dbl> <dbl> <dbl>
## 1 2013 Owner 1292 2713 17951250 -116337000 0.476
## 2 2013 Renter 3174 4399 26121250 -90188000 0.722
## 3 2014 Owner 1227 2564 17741875 -107553500 0.479
## 4 2014 Renter 2912 4266 26591250 -107553500 0.683
## 5 2015 Owner 1071 2476 14268125 -123971500 0.433
## 6 2015 Renter 2941 4428 27201875 -111474000 0.664
## 7 2016 Owner 1007 2465 13915625 -139875000 0.409
## 8 2016 Renter 3023 4754 29716875 -120695000 0.636
## 9 2017 Owner 1184 2713 16014375 -162477500 0.436
## 10 2017 Renter 2918 4606 32441250 -123788500 0.634
## 11 2018 Owner 1172 2842 17602500 -185774500 0.412
## 12 2018 Renter 2384 4340 26724375 -149948500 0.549
## 13 2019 Owner 1281 3066 18613125 -221261000 0.418
## 14 2019 Renter 2583 4466 28756250 -145161000 0.578
The numbers of householders for renters are always much higher than for the owners.
The numbers of burdened householders for renters are always much higher than for the owners and have a decreasing trend with year.
The total housing burden for renters is also much higher than for the owners, which reaches its peak in 2017.
The burdened householder percentages decreases with year both for owners and renters. The burdened householder percentages for owners are about twice of the percentages for renters in 2016 and become about 1.5 times in 2019.
Part II – San Mateo County Property data (exemption)
Mapping of EPA zoning
Mapping of Owner distribution (with exemption) for R-LD zone in EPA, 2019
Mapping of all zones (in yellow), all owner-occupied zones (in green), and owner-occupied RLD zone (in red) in EAP, 2019